Cliftonlarsonallen Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 56,539 shares of DON stock, worth $2.89 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

56,539

Previous 56,864 0.57%

Holding current value

$2.89 Million

Previous $2.66 Million 8.69%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$46.17 - $51.13 $15,005 - $16,617	-325 Reduced 0.57%	56,539 $2.89 Million
Q2 2024 Jul 11, 2024	SELL	$45.6 - $48.78 $22,936 - $24,536	-503 Reduced 0.88%	56,864 $2.66 Million
Q4 2023 Jan 16, 2024	SELL	$38.7 - $46.0 $34,713 - $41,262	-897 Reduced 1.54%	57,367 $2.62 Million
Q3 2023 Oct 13, 2023	BUY	$40.51 - $44.22 $2,997 - $3,272	74 Added 0.13%	58,264 $2.39 Million
Q4 2022 Jan 19, 2023	BUY	$38.62 - $43.71 $2.25 Million - $2.54 Million	58,190 New	58,190 $0
Q2 2022 Jul 08, 2022	SELL	$38.16 - $45.36 $10,226 - $12,156	-268 Reduced 0.44%	60,080 $2.34 Million
Q4 2021 Jan 26, 2022	BUY	$41.76 - $45.13 $34,702 - $37,503	831 Added 1.4%	60,348 $2.68 Million
Q3 2021 Nov 02, 2021	BUY	$40.05 - $43.23 $2.38 Million - $2.57 Million	59,517 New	59,517 $2.47 Million
Q3 2021 Oct 14, 2021	SELL	$40.05 - $43.23 $2.57 Million - $2.78 Million	-64,248 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$29.07 - $35.03 $95,320 - $114,863	-3,279 Reduced 4.86%	64,248 $2.24 Million
Q2 2020 Jul 16, 2020	SELL	$22.29 - $32.04 $289,101 - $415,558	-12,970 Reduced 16.11%	67,527 $1.91 Million
Q4 2019 Jan 29, 2020	SELL	$34.97 - $38.17 $939,573 - $1.03 Million	-26,868 Reduced 25.02%	80,497 $3.06 Million
Q2 2019 Jul 17, 2019	SELL	$33.9 - $36.88 $185,772 - $202,102	-5,480 Reduced 4.86%	107,365 $3.89 Million
Q1 2019 Apr 09, 2019	SELL	$31.29 - $36.15 $177,414 - $204,970	-5,670 Reduced 4.78%	112,845 $4.04 Million
Q4 2018 Jan 22, 2019	SELL	$29.98 - $36.73 $14,300 - $17,520	-477 Reduced 0.4%	118,515 $3.75 Million
Q2 2018 Jul 23, 2018	SELL	N/A	-12,435 Reduced 9.46%	118,992 $4.26 Million
Q4 2017 Jan 31, 2018	BUY	N/A	87,618 Added 200.0%	131,427 $4.64 Million
Q3 2017 Nov 06, 2017	BUY	N/A	43,809	43,809 $4.38 Million

Others Institutions Holding DON

# of Institutions

449

Shares Held

41M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

Cliftonlarsonallen Wealth Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History